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RTI Case Manager Follow-Up Data Form Student: Teacher: Case Manager: Initial Meeting Date: Please follow up with the classroom teacher at least every two weeks and document contacts below. Week 2
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How to fill out case manager follow up

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How to fill out case manager follow up:

01
First, gather all the necessary information about the case, such as the client's name, contact details, and case number.
02
Next, review any previous notes or documentation related to the case to have a clear understanding of its history and current status.
03
Identify the main issues or concerns that need to be addressed in the follow-up. This could involve reviewing the client's progress, assessing any new challenges, or discussing any changes in their circumstances.
04
Prepare a list of specific questions or topics to discuss with the client during the follow-up. This will help guide the conversation and ensure that all relevant information is covered.
05
Schedule a meeting or phone call with the client for the follow-up. Make sure to choose a time that is convenient for both parties and allocate enough time to thoroughly discuss the case.
06
During the follow-up, actively listen to the client's perspective and allow them to freely express any concerns or thoughts they may have. Take detailed notes to capture important information.
07
Ask relevant questions to gain a deeper understanding of the client's situation and to gather any missing information. Be empathetic and supportive throughout the conversation.
08
Based on the discussion, assess the client's progress and determine whether any additional interventions or support are needed. Consider any necessary referrals or resources that may be beneficial to the client.
09
Summarize the key points discussed during the follow-up and ensure that both the case manager and the client have a clear understanding of the next steps and responsibilities.
10
Finally, document the follow-up in the client's case file, highlighting the main issues, recommendations, and any agreements made during the conversation.

Who needs case manager follow up:

01
Clients who have ongoing cases that require monitoring or support, such as individuals receiving social services, medical assistance, or counseling.
02
Individuals who have recently experienced significant life events or changes that may impact their well-being or resources, such as job loss, illness, or housing instability.
03
Patients transitioning from one healthcare setting to another, such as from a hospital to a rehabilitation center, who require ongoing care coordination and follow-up.
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Case manager follow up is a process where a case manager checks in with clients to assess their progress, address any issues or concerns, and ensure that they are receiving appropriate support and services.
Case managers are responsible for filing case manager follow up, as it is part of their job to monitor and support their clients.
To fill out case manager follow up, case managers typically need to meet with their clients, ask them relevant questions about their situation and progress, document the information obtained, and update any necessary records or reports.
The purpose of case manager follow up is to ensure that clients are receiving the necessary support and services, track their progress, address any issues or barriers they may be facing, and make adjustments to their care plans if needed.
The specific information that must be reported on case manager follow up can vary depending on the clients' needs and the organization's requirements. However, it typically includes updates on the clients' goals and progress, any challenges or barriers they are facing, services and resources provided, and any changes to their care plans.
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